Financial Services Investment Banking

                    An innovative perspective. A different kind of firm.

                    From creative business solutions to analysis of the latest market trends, the Financial Services Investment Banking group at Raymond James wields considerable expertise for its financial services industry clients and has been involved in more than 360 completed transactions since 2011. Our disciplined senior bankers stay immersed in transactions and average more than 16 years of experience across all sectors of the financial services industry. A personalized, client-centric approach to a full array of business services remains a hallmark of our group and of Raymond James.

                    Recent Transactions

                    Senior Banking Team

                    John Roddy Bio Pic
                    John Roddy
                    Managing Director, Head of Financial Services
                    New York
                       
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                    Peter Nesvold
                    Peter Nesvold
                    Chief Operating Officer, Financial Services Investment Banking
                    New York
                       
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                    Patrick DeLacey
                    Patrick T. DeLacey
                    Vice Chairman of Investment Banking
                    St. Petersburg
                       
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                    Richard Durkes
                    Richard Durkes
                    Vice Chairman of Investment Banking
                    Chicago
                       
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                    Jeff Brand
                    Managing Director
                    Chicago
                       
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                    Chris Choate
                    Christopher W. Choate
                    Managing Director
                    St. Petersburg
                       
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                    Aaron DiRusso
                    Aaron C. DiRusso
                    Managing Director
                    San Francisco
                       
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                    Steve Egli
                    Steven J. Egli
                    Managing Director
                    San Francisco
                       
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                    Larry Herman
                    Larry Herman
                    Managing Director
                    Memphis
                       
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                    Bob Hutchinson
                    Managing Director
                    Boston
                       
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                    Ed Higham
                    Managing Director
                    New York
                       
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                    Jonathan Knauss
                    Jonathan Knauss
                    Managing Director
                    Chicago
                       
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                    Sean Martin
                    Sean Martin
                    Managing Director
                    Toronto
                       
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                    Michael Mayes
                    Michael T. Mayes
                    Managing Director
                    New York
                       
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                    Elizabeth Nesvold
                    Managing Director, Head of Asset & Wealth Management Investment Banking
                    New York
                       
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                    Sanjay Patel
                    Sanjay Patel
                    Managing Director
                    Chicago
                       
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                    Stuart Sweeney
                    Stuart Sweeney
                    Managing Director
                    London
                       
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                    Bob Toma
                    Robert J. Toma
                    Managing Director
                    Chicago
                       
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                    Bill Wagner
                    William Wagner
                    Managing Director
                    Raleigh
                       
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                    Michael Walker
                    Michael J. Walker
                    Managing Director
                    Chicago
                       
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                    Dan Weber
                    Daniel Weber
                    Managing Director
                    Chicago
                       
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                    J.P. Young
                    Managing Director
                    Chicago
                       
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                    Brian Nestor
                    Brian Nestor
                    Director
                    St. Petersburg
                       
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                    Matt Paramore
                    Director
                    Raleigh
                       
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                    Andrew Stager
                    Director
                    Boston
                       
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                    Calvin Chau
                    Vice President
                    Boston
                       
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                    Brandon Van Heyde
                    Brandon Van Heyde
                    Vice President
                    Chicago
                       
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                    Matt Polanin
                    Vice President
                    Chicago
                       
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                    Bio-no-photo
                    Ralph Puthota
                    Vice President
                    New York
                       
                    Michael Sumbs
                    Vice President
                    Raleigh
                       
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                    Allan Jean
                    Allan Jean
                    Director of Mutual Services
                    Chicago
                       
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                    Locations

                    ATLANTA
                    3414 Peachtree Road NE
                    Suite 500
                    Atlanta, GA 30326
                    P: +1.404.442.5800

                    BOSTON
                    225 Franklin Street
                    Suite 2200
                    Boston, MA 02110
                    P: +1.617.624.7000

                    CHICAGO
                    222 South Riverside Plaza
                    7th Floor
                    Chicago, IL 60606
                    P: +1.312.612.7785

                    LONDON
                    11 Hanover Square
                    London, UK W1S 1JJ
                    P: +44.20.3798.5700

                    MEMPHIS
                    50 N. Front Street
                    Memphis, TN 38103
                    P: +1.901.524.4100

                    NEW YORK
                    3 Columbus Circle
                    Suite 2220
                    New York, NY 10019
                    P: +1.212.883.9400

                    RALEIGH
                    4000 WestChase Boulevard
                    Suite 500
                    Raleigh, NC 27607
                    P: +1.919.755.2600

                    SAN FRANCISCO
                    One Embarcadero Center
                    Suite 650
                    San Francisco, CA 94111
                    P: +1.415.616.8900

                    ST. PETERSBURG
                    880 Carillon Parkway
                    St. Petersburg, FL 33716
                    P: +1.727.567.5012

                    TORONTO
                    Suite 5300
                    40 King Street West
                    Scotia Plaza, PO Box 415
                    Toronto, ON
                    Canada M5H 3Y2
                    P: +1.877.363.1024

                    Transaction history may include a transaction completed by a Raymond James banker while at a former firm.

                    Recent News

                    Investment Banking  |  December 17, 2019

                    Raymond James expands Diversified Industrials Investment Banking practice

                    Read More about Raymond James expands Diversified Industrials Investment Banking practice
                    Investment Banking  |  December 2, 2019

                    Raymond James expands Financial Sponsors Investment Banking practice

                    Read More about Raymond James expands Financial Sponsors Investment Banking practice
                    Investment Banking  |  November 26, 2019

                    Raymond James Investment Banking recognized with three “Deal of the Year” awards by M&A Advisor

                    Read More about Raymond James Investment Banking recognized with three “Deal of the Year” awards by M&A Advisor
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